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Lumiant 2022 in Review & 10 Traits of Values Based Advisors

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Manage episode 362149261 series 3333605
内容由Mark Akeroyd提供。所有播客内容(包括剧集、图形和播客描述)均由 Mark Akeroyd 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

For episode 1 of Season 3, we flip the script!!!
Usual host Mark, gets in the hot seat and is interviewed by Graham Thomas of wealthmanagement.com.
In 2022 Lumiant expanded across Australia, New Zealand and the USA and has some great learnings along the way. In this episode, Graham interviews Mark on:

  • The differences we've observed between the US and Australian markets
  • Mark's view on the impact ChatGPT might have on the advice experience and what advice experiences entail
  • Lumiant's client insights, top areas of wellbeing & values from their 2022 year in review report
  • The 10 traits of values based advisors they've observed embedding great values based experiences

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io

  continue reading

42集单集

Artwork
icon分享
 
Manage episode 362149261 series 3333605
内容由Mark Akeroyd提供。所有播客内容(包括剧集、图形和播客描述)均由 Mark Akeroyd 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

For episode 1 of Season 3, we flip the script!!!
Usual host Mark, gets in the hot seat and is interviewed by Graham Thomas of wealthmanagement.com.
In 2022 Lumiant expanded across Australia, New Zealand and the USA and has some great learnings along the way. In this episode, Graham interviews Mark on:

  • The differences we've observed between the US and Australian markets
  • Mark's view on the impact ChatGPT might have on the advice experience and what advice experiences entail
  • Lumiant's client insights, top areas of wellbeing & values from their 2022 year in review report
  • The 10 traits of values based advisors they've observed embedding great values based experiences

To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io

  continue reading

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